FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$1.57M
3
+$1.32M
4
SBUX icon
Starbucks
SBUX
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$971K

Top Sells

1
+$5.16M
2
+$5.02M
3
+$1.26M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Financials 14.16%
2 Technology 13.08%
3 Healthcare 12.58%
4 Energy 9.77%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98K 0.02%
353
277
$98K 0.02%
1,630
-1,652
278
$98K 0.02%
830
+80
279
$97K 0.02%
750
-238
280
$97K 0.02%
607
281
$96K 0.02%
782
+151
282
$95K 0.02%
10,330
+3,205
283
$94K 0.02%
11,250
-12,500
284
$94K 0.02%
3,900
-2,200
285
$94K 0.02%
870
+29
286
$94K 0.02%
1,791
287
$93K 0.02%
658
288
$93K 0.02%
1,397
289
$91K 0.02%
478
+139
290
$91K 0.02%
975
+375
291
$90K 0.02%
1,143
292
$88K 0.02%
26,050
+500
293
$87K 0.02%
5,775
294
$86K 0.02%
942
295
$85K 0.02%
1,490
+390
296
$84K 0.02%
2,378
297
$83K 0.02%
10,000
298
$83K 0.02%
700
299
$82K 0.02%
1,768
300
$81K 0.02%
1,800
-10
10 11
12
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